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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
2226
Transamerica Financial Advisors
Florida
$371K -$5.76K -18 -2%
WAG
2227
Winthrop Advisory Group
Massachusetts
$370K -$14.7K -46 -4%
PWP
2228
Perfromance Wealth Partners
Illinois
$370K +$5.76K +18 +2%
ODIJL
2229
One Day In July LLC
Vermont
$369K +$7.36K +23 +2%
OBWG
2230
Onyx Bridge Wealth Group
New York
$369K +$70.8K +221 +25%
GIA
2231
Guyasuta Investment Advisors
Pennsylvania
$368K – – –
LWM
2232
Langley Wealth Management
Mississippi
$368K +$348K +1,087 New
CL
2233
COWA LLC
Oklahoma
$367K – – –
IF
2234
Intrua Financial
Texas
$366K +$346K +1,082 New
EGM
2235
Engineers Gate Manager
New York
$366K -$304K -949 -47%
ML
2236
Mayport LLC
Massachusetts
$365K +$14.4K +45 +4%
ESC
2237
Eurizon SLJ Capital
$365K – – –
ISWM
2238
Independent Solutions Wealth Management
New York
$364K – – –
PCMC
2239
Paragon Capital Management (Colorado)
Colorado
$363K – – –
PCA
2240
Providence Capital Advisors
North Carolina
$362K – – –
MC
2241
Middleton & Co
Massachusetts
$362K – – –
WWM
2242
Wolff Wiese Magana
California
$361K -$2.86M -8,925 -89%
AFM
2243
Aspetuck Financial Management
Connecticut
$360K +$11.2K +35 +3%
IWS
2244
Insight Wealth Strategies
California
$358K -$7.08M -22,105 -96%
APW
2245
Acima Private Wealth
Virginia
$357K -$14.1K -44 -4%
MPIA
2246
Mountain Pacific Investment Advisers
Idaho
$357K -$80K -250 -19%
BFG
2247
Bouchey Financial Group
New York
$357K +$48.7K +152 +17%
NQWM
2248
Northwest Quadrant Wealth Management
Oregon
$356K +$961 +3 +0.3%
NF
2249
Nikulski Financial
Iowa
$356K +$320 +1 +0.1%
PFA
2250
Plotkin Financial Advisors
Maryland
$356K +$47.4K +148 +16%
88 89
90
91 92